Creative Financial Designs’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Creative Financial Designs’s Portfolio QHY Stock Details QHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140K	Buy	3,062 +1,216	+66%	+$55.9K	0.01%	694
2026 Q1	$84.1K	Buy	1,846 +149	+9%	+$6.89K	0.01%	728
2025 Q4	$78.8K	Buy	1,697 +3	+0.2%	+$139	0.01%	719
2025 Q3	$78.9K	Buy	1,694 +2	+0.1%	+$93	0.01%	709
2025 Q2	$78K	Sell	1,692 -97	-5%	-$4.38K	0.01%	732
2025 Q1	$80.7K	Sell	1,789 -442	-20%	-$20.1K	0.01%	678
2024 Q4	$101K	Buy	2,231 +210	+10%	+$9.6K	0.01%	603
2024 Q3	$93.3K	Buy	2,021 +53	+3%	+$2.42K	0.01%	611
2024 Q2	$87.8K	Buy	1,968 +1	+0.1%	+$45	0.01%	609
2024 Q1	$89.1K	Buy	1,967 +499	+34%	+$22.5K	0.01%	593
2023 Q4	$66.7K	Buy	1,468 +121	+9%	+$5.29K	0.01%	612
2023 Q3	$58.2K	Buy	1,347 +469	+53%	+$20.7K	0.01%	594
2023 Q2	$38.8K	Buy	878 +634	+260%	+$28K	﹤0.01%	697
2023 Q1	$10.9K	Hold	244	–	–	﹤0.01%	940
2022 Q4	$10.7K	Hold	244	–	–	﹤0.01%	889
2022 Q3	$10K	Hold	244	–	–	﹤0.01%	899
2022 Q2	$11K	Hold	244	–	–	﹤0.01%	860
2022 Q1	$12K	Buy	+244	New	+$12.3K	﹤0.01%	877

Other funds holding QHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

Creative Financial Designs's QHY Position: Q2 2026 in Review

Creative Financial Designs increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 66% in Q2 2026, buying an estimated $55.9K and bringing the position to 3,062 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #694.

Creative Financial Designs first reported a position in QHY in Q1 2022 and has held it in 18 quarters since. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Creative Financial Designs held 3,062 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $140K as of Q2 2026.
Creative Financial Designs bought 1,216 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $55.9K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #694 holding.
Creative Financial Designs first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2022 and has held it in 18 quarters since.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.